Export Tracking User Definition Setup

CargoPoint System > Internet Tracking > Internet Tracking System Setup > Setting Up Export Tracking User Definition

Previous File: Setting Up Export Tracking Configuration

Export User Definition Setup

Overview

Use the User Definition module to set up your customers (Shippers and/or Consignees) or trading partners with a username and password so they can access the Tracking System.

Page	The User Definition page can be accessed by clicking on User Definition link from either the Export Tracking Access Configuration or the Import Tracking Access Configuration pages.

Procedure

To set up the User Definitions, perform the following steps.

Step	Action	Result
1	Click on the User Definition link from the Export Tracking Configuration page.	The Export User Definition page will display.
2	For a new customer, enter the customer username in the New Customer field. For an existing customer, select the username from the Username scrollbar list.	Note: The Username can be up to 32 characters.
3	Click on Define User to proceed.	The Export User Definition page will display.

Export User Definition Detail Setup screen:

Export User Definition Detail Setup

Page	The second page of Export User Definition can be accessed by clicking on the Define User button.

Procedure

To set up the password and other information in Export User Definition, perform the following steps.

Step	Action	Result
1	In the Username field, the username from the first page will display. No data entry is required.	The Username can be up to 32 characters.
2	In the Password field, enter the password for this customer.	This is the password that will be associated with the username. Note: The password can be 32 characters. No blank spaces are allowed.
3	In the Customer Name field, enter the full customer name.	This is the name that will appear in the Username list.
4	In the Account Code, enter the Alliance customer account code.	This is the account code of the customer in the Alliance System. This is probably the most important setting as this is the link between the user profile in Internet Tracking and the customer code in Alliance or CargoPoint. Note: If you are using the Export Tracking System you can enter more than one account code in this field if you separate them with commas. This will allow the customer to view information on more than one account. However, you cannot combine account codes of consignees and importers.
5	In the Acount Rep E-mail field, enter the email address for this user’s account representative.	This email address will default in the Send To field when using the Email button available in the pages of the Tracking System.
6	Check the Show Invoices box if you would like the customer to have access to the billing invoice information. Leave the box blank if you would like to deny the customer access to Billing information.	You have the option of granting or denying access to Shipment Billing Invoices.
7	Check the Allow Queries definition box to allow this user the capability of changing the column headings on the query results in the Export Tracking System.	The column headings on the query results can be changed through the Definitions page. You can allow access to the Definitions page(s) by checking this box.
8	Check the Allow Flat File Format Download box to set up the user to be able to download the query data in a flat file format.	This feature lets you grant or deny the capability of downloading Internet Tracking data in a flat file format. One of two formats – HTML – is always available to the user. To make the second format – Flat File – available, check the box.
9	Check the Non-Internet Tracking User box to indicate that the user is not an internet tracking user and should not have access to the online tracking system.	This is an UCS (Unattended Customer Service) feature which allows you to set up a customer for UCS purposes, but that will not allow them access to the Internet Tracking system.
10	To save the information entered on this page, click on the Save User Definition button. To delete the record, click on the Delete User Definition button.	You have the option of saving the information entered or deleting the record.
11	Select the form images to be viewed from the drop-down list next to View Images.	This setting applies to Imaging users. If you are not running TradePoint’s Imaging application, skip this setting.
12	Check the Event System User box to indicate that the user is an event System user.	This flag allows you to set up a customer for event purposes. If you do not run TradePoint’s event application, skip this setting. Note: To go to the setup page, click on the here link.
13	To save the information entered on this page, click on the Save User Definition button.

Next File: Export Purge Settings

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